Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Altvia offers a leading-edge platform combined with unparalleled expertise to help your firm navigate and manage increasing complexities as it expands, with an ever-growing number of funds and a wider LP base. Effortlessly distribute tailored materials such as PPMs, K1s, and Capital calls while enhancing the overall investor experience through a secure portal that is supported by comprehensive analytics. At the foundation of a contemporary technology platform lies a unified source of truth that facilitates essential workflows, contact management, relationship mapping, and the automation of critical processes such as emails and task assignments. Gain unprecedented insight into your deal flow, empowering you to prioritize opportunities based on their sources or their resemblance to your firm's most successful investments. Additionally, simplify the reporting for portfolio companies and streamline the data collection process, enabling you to devote more time to understanding value creation and assessing the health of your portfolio. This holistic approach not only enhances operational efficiency but also fosters stronger relationships with investors and stakeholders.
Description
Raziel serves as a management platform for alternative investments, catering specifically to private investors and startup entrepreneurs. It features dedicated workspaces for both investors and founders, enabling the tracking and documentation of private market investments and fundraising efforts. Investors are able to manage a variety of financial instruments, including direct stakes in startups, SAFEs, convertible notes, priced rounds, commitments to funds and SPVs, capital calls, distributions, and valuations, all while accessing comprehensive portfolio views that encompass different companies and legal entities. On the other hand, founders can effectively oversee their relationships with investors, keep tabs on fundraising initiatives, manage contact pipelines, share progress updates, track crucial startup metrics, and analyze cap table data. The platform also enhances portfolio analysis and investor reporting capabilities, providing users with access via web browsers as well as dedicated iOS and Android applications. This robust tool is ideally suited for angel investors, syndicates, family offices, fund managers, limited partners, and startups that are in the process of securing capital. Additionally, Raziel's user-friendly interface and multifunctional features make it an invaluable resource for navigating the complexities of private investments.
API Access
Has API
No
API Access
Has API
No
Integrations
Crunchbase
Yes
Dakota Marketplace
Yes
Meridian
Yes
Model Context Protocol (MCP)
No
PitchBook
Yes
Preqin
Yes
Salesforce
Yes
SourceScrub
Yes
Integrations
Crunchbase
No
Dakota Marketplace
No
Meridian
No
Model Context Protocol (MCP)
Yes
PitchBook
No
Preqin
No
Salesforce
No
SourceScrub
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$0
Founder is free for up to 100 contacts, then $29/month. Investor includes a 14-day free trial, then costs $49/month through 30 companies or $199/month above 30 companies. Paid plans auto-renew until canceled.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Altvia
Founded
2006
Country
United States
Website
altvia.com
Vendor Details
Company Name
Raziel
Founded
2021
Country
United States
Website
raziel.co
Product Features
Hedge Fund
Compliance Management
No
Contact Management
Yes
Investor Accounting
No
Investor Reporting
Yes
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No